Louis Goldman
Louis Goldman is a registered investment advisor at Creativeone Securities, LLC, based in River Edge, NJ, with 46 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
111 Kinderkamack Rd, Suite 303, River Edge, NJ, 07661
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2023Other Business ActivitiesSells Insurance
Louis is the President of Tax Depot NJ, LLC, spending about half of his time there. He is also an insurance agent with Lou Goldman Insurance, dedicating a few hours per week, and a notary, spending minimal time on this activity.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Kovack Securities INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Polaris Financial Services, INC.Broker
Investacorp, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
Descap Securities, INC.Broker
First Investors CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.